市场情况 - 市场处于历史高位且波动紧张特朗普交易可能过度核心原因是估值投资者紧张部分成长股比其他股票更偏离价值[1] 人物情况 - Gary Alexander有覆盖华尔街科技公司在硅谷工作以及担任种子轮初创公司外部顾问的经验自2017年起为Seeking Alpha撰稿被许多网络出版物引用文章被分发到流行交易应用程序中的公司页面[2]

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Investors might want to bet on HubSpot (HUBS) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual inves ...

Shares of HubSpot (HUBS) have been strong performers lately, with the stock up 27.9% over the past month. The stock hit a new 52-week high of $702.81 in the previous session. HubSpot has gained 20.8% since the start of the year compared to the 31% move for the Zacks Computer and Technology sector and the 31.6% return for the Zacks Internet - Software industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in ...

HubSpot, Inc. (HUBS) reported impressive third-quarter 2024 results, with both adjusted earnings and revenues surpassing the Zacks Consensus Estimate. Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.The company reported a top-line expansion year over year, backed by growing user engagement across all segments. The integration of advanced AI tools across its product suites and customer platform drives growth. However, cautious spending decisions by clients stemming from an unfavorabl ...

财务数据和关键指标变化 - Q3 2024的收入同比增长20%，在恒定汇率下也增长20% [31] - 订阅收入同比增长20%，服务及其他收入同比增长28% [31] - 国内收入同比增长20%，国际收入在恒定汇率下增长21% [32] - 平均每位客户的订阅收入为11,200美元，同比下降2% [32] - Q3的净收入为1.17亿美元，每股摊薄收益为2.18美元 [36] - 自由现金流为1.29亿美元，占收入的19% [36] - 现金及可流动证券总额为21亿美元 [36] 各条业务线数据和关键指标变化 - 客户总数增长至238,000，季度内新增客户10,000，年增长率为23% [32] - 在高端市场，HubSpot在大型交易和多中心胜利方面持续强劲增长 [9] - 内容中心的快速增长主要得益于AI创新，客户内容生产增加250% [12][13] - 服务中心推出新功能以支持大型客户，100个以上服务中心座位的客户同比增长60% [15] 公司战略和发展方向和行业竞争 - 公司战略是将AI嵌入每个中心和整个平台，以帮助客户创新和增长 [20][45] - 通过收购Cash Flow，HubSpot旨在提供更强大的订阅管理和定价配置工具 [28][60] - 公司专注于价值而非价格竞争，强调快速的价值实现和高客户采用率 [95][96] 管理层对经营环境和未来前景的评论 - 管理层对当前的经营环境持谨慎态度，认为价值意识的购买环境将持续 [37] - 对于未来的增长，管理层对AI和数据创新的持续投资充满信心 [30][115] 其他重要信息 - Q3的年度Inbound大会吸引了超过12,000名现场参与者和40,000名在线参与者，展示了200多项新创新 [19] - Breeze和Breeze Intelligence的推出受到了客户的积极反馈，AI意识在客户中增长了13% [21][72] 问答环节所有提问和回答 问题: HubSpot在AI方面的投资情况 - 管理层表示AI是公司的重点投资领域，虽然对成本的影响仍然有限，但将继续在研发上加大投入 [44] 问题: 客户如何与HubSpot的AI产品互动 - 管理层认为，AI的嵌入将使客户在使用HubSpot时更加高效，尤其是在内容和销售方面 [50][51] 问题: 关于专业服务收入的增长 - 管理层指出，尽管专业服务收入占比小，但随着Commerce业务的增长，相关收入也在上升 [58] 问题: 关于多中心胜利的强劲表现 - 管理层表示，客户正在整合技术栈，HubSpot作为统一平台的价值日益凸显 [78] 问题: 对于未来的增长预期 - 管理层对2025年的增长持谨慎乐观态度，强调市场份额仍有提升空间 [115]

For the quarter ended September 2024, HubSpot (HUBS) reported revenue of $669.72 million, up 20.1% over the same period last year. EPS came in at $2.18, compared to $1.59 in the year-ago quarter.The reported revenue represents a surprise of +3.54% over the Zacks Consensus Estimate of $646.81 million. With the consensus EPS estimate being $1.89, the EPS surprise was +15.34%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

HubSpot (HUBS) came out with quarterly earnings of $2.18 per share, beating the Zacks Consensus Estimate of $1.89 per share. This compares to earnings of $1.59 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 15.34%. A quarter ago, it was expected that this cloud-based marketing and sales software platform would post earnings of $1.63 per share when it actually produced earnings of $1.94, delivering a surprise of 19.02%.Over th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.001 per share HUBS New York Stock Exchange FORM 10-Q (MARK ONE) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO C ...

Exhibit 99.1 HubSpot Reports Q3 2024 Results CAMBRIDGE, MA (November 6, 2024) — HubSpot, Inc. (NYSE: HUBS), the customer platform for scaling companies, today announced financial results for the third quarter ended September 30, 2024. Financial Highlights: Revenue ● Total revenue was $669.7 million, up 20% compared to Q3'23. o Subscription revenue was $654.7 million, up 20% compared to Q3'23. o Professional services and other revenue was $15.0 million, up 28% compared to Q3'23. Operating Income (Loss) ● GAA ...